UOC
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UBS O'Connor’s Invesco Solar ETF TAN Stock Holding History

UBS O'Connor’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-73,500
Closed -$1.95M – 532
2015
Q3 		$1.95M Buy
+73,500
New +$2.38M 0.04% 295
2015
Q1 		– Sell
-170,000
Closed -$5.8M – 852
2014
Q4 		$5.8M Sell
170,000
-178,109
-51% -$6.38M 0.1% 186
2014
Q3 		$14.2M Buy
348,109
+53,771
+18% +$2.29M 0.24% 121
2014
Q2 		$13.1M Buy
294,338
+64,978
+28% +$2.69M 0.08% 117
2014
Q1 		$10.1M Buy
229,360
+61,361
+37% +$2.63M 0.19% 169
2013
Q4 		$5.91M Buy
+167,999
New +$6.29M 0.11% 213

Other funds holding TAN

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SCM
Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return